AppWT CRM

Topic: Staffing

Onboarding

Make sure each confirmed person has every paper and step done before their first day.

Video, 1 minute 5 seconds · 6 steps

This lesson uses Projects. If Projects is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • When onboarding starts
  • How to read the Onboarding page
  • How the checklist and Ready to Start work
  • How to set up checklists

Step by step

  1. Step 1: The Onboarding page

    When someone is confirmed on a project, onboarding starts. Open Onboarding to see each person, their project, and their status.

    The Onboarding page with three made-up people and their statuses: Approved and Ready to Start, Documents Requested and Not Started.
    Step 1 screen, from the demo account.

  2. Step 2: What is missing

    Outstanding requirements lists the papers and steps that are still open, so nothing slips.

    The Outstanding requirements list with the items each person still needs.
    Step 2 screen, from the demo account.

  3. Step 3: The checklist

    On the person's profile, the onboarding checklist shows each item. Paper items are met only by a current document on file.

    The onboarding checklist on a made-up profile, with each item and its state.
    Step 3 screen, from the demo account.

  4. Step 4: Ready to start

    A person is marked Ready to Start only when every required item is done. A manager can approve anyway, but must write a reason.

    A made-up carpenter's onboarding marked Approved and Ready to Start, with every required item done.
    Step 4 screen, from the demo account.

  5. Step 5: Request documents

    Click Request documents to mark what you still need from the person. The list shows on the screen. Nothing is emailed.

    The Request documents button on an onboarding checklist.
    Step 5 screen, from the demo account.

  6. Step 6: Checklists

    Click Checklists to set the steps for each project or each type of contractor.

    The onboarding checklists page with the standard contractor onboarding steps.
    Step 6 screen, from the demo account.

Transcript

In this lesson, you will make sure each person is ready before their first day.

When someone is confirmed on a project, onboarding starts. Open Onboarding to see each person, their project, and their status.

Outstanding requirements lists the papers and steps that are still open, so nothing slips.

On the person's profile, the onboarding checklist shows each item. Paper items are met only by a current document on file.

A person is marked Ready to Start only when every required item is done. A manager can approve anyway, but must write a reason.

Click Request documents to mark what you still need from the person. The list shows on the screen. Nothing is emailed.

Click Checklists to set the steps for each project or each type of contractor.

Next, learn how your team works together on projects.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.